Institution: By 2026, the total capital expenditure of CSP will increase to over $600 billion.

TrendForce Group Consulting has revised the annual growth rate of the total capital expenditure of the world's eight major CSPs in 2025 from the original 61% to 65%. It is expected that CSPs will maintain a positive investment pace in 2026, with the total capital expenditure further increasing to over $600 billion, with an annual growth rate of 40%.